First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Creating Additional Fields
Additional fields in contact cards are created to store specific information about contacts — their personal promocodes, memorable dates, location, etc. Creating fields allows for advanced contact segmentation and deeper personalization of communications.
Additional Fields Tab
Additional fields are listed in the account settings → Additional fields tab (by default, there is only the Personal list with the Birthday and Gender fields).
The list of additional fields displays:
- Field type (text input, date, etc.)
- Field name.
- Variable for automatically inserting the contents of the field into the message.
- Field ID.
- Edit field button.
- Delete field button.
You can create lists and add fields to them.
Creating a List
Creating lists allows you to group fields by a specific common value: personal data, product preferences, etc. The algorithm for creating a list of fields is as follows:
1. Click the New list of fields button.
2. Enter a name for the list.
3. The personalization key is generated automatically based on the name, but you can change it. This key is used when creating a variable for a field from this list (therefore, it is better to choose a more concise option).
4. Click Save.
Note
- A list will be inactive until the first field is added to it
- Before you delete a list with fields, delete the fields it contains
Adding Fields
1. Click plus to create a field in the list.
2. Specify the field's name and, if necessary, edit the automatically generated personalization key.
3. Select the field type (by default, it is saved as a text input).
Field Types
Depending on the contact data type, the following field types are available in the system:
- The Text input can contain up to a thousand characters, both letters and integers. Special characters are not supported. You can use this field type, for example, to record the name and address of a contact.
- The Text area can contain up to five thousand characters, both letters and integers. Special characters are not supported. You can use this field type, for example, to record answers to detailed questions.
- The Number can only contain integer values from -2147483647 to 2147483647 (order ID, number of bonuses, etc.)
- The Fractional number can contain whole numbers and fractions (amount of orders, etc.)
- The Date – values must be transmitted in the ISO 8601 format. Date format: YYYY-MM-DD. The Regular date option is used to create dynamic segments for regular communication around recurring events such as anniversaries, birthdays, etc.
- The Date with time – data format: YYYY-MM-DDHH:MM (validity period of the promocode, etc.)
- The Drop-down list contains predefined values: gender, status, or language of a contact.
Important
Do not use the period symbol in the field name. For example, you can write Marital status separated by a space or underscore
- The Checkbox allows a contact to select more than one answer option.
To write or update a checkbox field using the Add/update contacts API method, pass the field ID (the numeric value specified in the list of fields) in the fields array and specify the value separated by commas:
"fields": [{
"id": 87166,
"value": "Chinese "
}]
Also, specify the customFieldsIDs object identifier, which lists additional field IDs to update. Only additional contact fields which IDs are in this list are updated.
Note
After creating an additional field, the system will require up to an hour of synchronization before the field becomes available via АРІ.